FPSB reveals date of World Financial Planning Day 2019

Financial Planning Standards Board Ltd (FPSB) and a global community of professional Financial Planning bodies representing over 181,000 Certified Financial Planner professionals have revealed the date of the third annual World Financial Planning Day.

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CISI relaunches CFP as ‘highest’ UK planning qualification at Level 7 

The Chartered Institute for Securities and Investment is to relaunch its Certified Financial Planner designation with a new pathway which will move the qualification up from Level 6 to Level 7.

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UK CFPs slump as global numbers soar to new record

Certified Financial Planner numbers dipped in the UK last year as a new record was set worldwide.  

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Financial Planning firm gains sought-after CISI accreditation

The CISI revealed the latest form to join an elite list of 72 of its Accredited Firms is an Inverness-based Financial Planner.

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